Connect Sage Intacct to Truewind

Connect Sage Intacct when you need Truewind to read entities, dimensions, and accounting data, resulting in a working Sage setup for onboarding and close workflows.

Workflow

Setup workflow

Step 1

Open Connections and choose Sage Intacct

Start in Truewind on Connections > Accounting, then use the Sage Intacct Connect button in the current Connections page.

Step 2

Set up the integration role and user

In Truewind, decide which permission setup type works for you, by selecting "Role-base permissions" or "User-based-permissions". Then, find the instructions and follow them on Sage Intacct - either create the dedicated Truewind integration role and web services user (for Role-based), or the dedicated integration user (for User-based). Once finished, go back to Truewind and click Next.

Step 3

Enable Web Services and authorize Truewind

In Truewind, find the instructions and follow on Sage Intacct - turn on Web Services, add the Truewind sender ID, and link the web services user to the Truewind client application. Once finished, go back to Truewind and click Next.

Step 4

Connect your Sage Intacct account

Enter the Sage Intacct company ID, web services user ID, and web services password to start the connection.

Step 5

Validate the connection

Review the validation result in Truewind and fix any missing permissions or warnings before continuing.

Step 6

Install the real-time updates package

Download the XML package from Truewind and install it in Sage Intacct so real-time webhook updates can be enabled for the integration.

After connecting

Check that:

the expected Sage company is connected
entities and dimensions load as expected
downstream workflows can read the synced data

FAQ

What should I have ready before starting?

You should have access to the Sage Intacct company, the appropriate credentials, and the required connection permissions.

Limitations

Some setup steps depend on your Sage configuration

Entity, dimension, or journal-book setup can vary by Sage Intacct environment.

Troubleshooting

Sage connects but dimensions or entities are missing.

Review your Sage Intacct permissions and company configuration, then re-run the sync or reconnect if needed.

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